Market Overview - The trading volume in the A-share market was 1.29 trillion yesterday, indicating that the market could continue to rise due to new capital influx. However, today's volume dropped to 1.5 trillion, suggesting a return to a stagnant trading environment post-holiday [1] - The market is currently experiencing low volatility, with most stocks fluctuating within a narrow range of +1% to -1%, and very few stocks showing movements exceeding 3% [1][3] - Compared to last year, the current market activity is even quieter than before the National Day holiday, raising concerns about the disconnect between market sentiment and actual performance [1] Trading Data Analysis - The number of stocks with a price increase of over 3% is only 358 out of more than 5400 stocks, while 260 stocks have declined by over 3%, indicating a lack of significant market movement [3] - The buying power today was recorded at over 400, returning to the lowest levels seen in recent statistics, despite the index showing a four-day upward trend [3] - The selling pressure remains consistent, with over 200 recorded, suggesting that if the market fails to break upward, short-term investors may start to realize profits, leading to potential selling [3] Sector Performance - The market saw a notable presence of ST (special treatment) stocks, which dominated the top gainers list, indicating a defensive stance from major funds [5] - The lack of strong sector performance is evident, with only a few sectors like computing power and innovative pharmaceuticals showing limited gains, while the majority of stocks are not participating in a collective upward movement [5][6] - The current market environment suggests that if conditions worsen, leading stocks may become safer as major funds are unable to offload their positions in a weak market [5] Conclusion - The overall market sentiment appears optimistic based on external reports, yet the actual trading data reflects a more cautious and stagnant environment, highlighting a potential misalignment between perception and reality [1][5]

收评：沪指缩量窄幅震荡 有色、化工等周期股逆势活跃 智通财经6月6日电，市场全天震荡分化，三大指数涨跌不一。沪深两市全天成交额1.15万亿，较上个交 易日缩量1384亿。盘面上，市场热点较为杂乱，个股上涨和下跌家数基本相当。从板块来看，化工、有 色等周期股逆势活跃，盛达资源等涨停。算力概念股一度冲高，美利云等涨停。ST板块震荡走强，ST 百利等10余股涨停。下跌方面，稳定币概念股集体调整，雄帝科技跌超10%。板块方面，有色金属、民 爆、农药、海南等板块涨幅居前，美容护理、IP经济、稳定币概念、证券等板块跌幅居前。截至收盘， 沪指涨0.04%，深成指跌0.19%，创业板指跌0.45%。 ...

家人们，今儿这大盘走得可真够磨人的！三大指数早盘集体低开震荡，截至午盘创业板指跌了0.48%，沪指勉强守住红盘边儿。作为在财经圈泡了20年的老 炮儿，帮主郑重得跟大伙儿念叨念叨，这盘面背后藏着啥门道。 农药板块今儿也挺给面儿，长青股份、先达股份这些票涨停。这可不是瞎炒——欧洲那边闹了虫灾，农药需求暴增，咱们国内龙头正好借机出口。更关键的 是，国内春耕旺季刚过，库存消化得差不多了，下半年可能迎来补库周期，这才是机构悄悄布局的底层逻辑。 再说说跌得惨的板块：足球概念、宠物经济这些新消费板块跌得稀里哗啦，金陵体育跌超10%，豪悦护理、天元宠物也跟泄了气的皮球似的。说白了，还是 消费复苏不及预期闹的——老百姓手里钱紧，非必要消费自然先往后排。不过换个角度看，这些板块跌出性价比后，反而可能藏着中长线机会，得持续跟踪 三季度的消费数据。 最后给大伙儿划重点：现在市场就像在走钢丝，主板卡在3300点不上不下，创业板还在磨底。作为中长线投资者，咱得有点"钓鱼"的耐心——有色金属板块 可以关注期货价格走势，算力板块盯着政策落地节奏，消费板块等旺季数据验证。记住了，别被日内波动牵着鼻子走，咱们要钓的是大鱼，不是眼前的虾 米。 我 ...

Market Overview - The A-share market experienced slight fluctuations with the Shanghai Composite Index down by 0.06% to 3382.11, the Shenzhen Component down by 0.18% to 10185.34, and the ChiNext Index down by 0.48% to 2038.87 [2][3] - The total market turnover reached 763.1 billion CNY, with 2223 stocks rising, 275 unchanged, and 2914 declining [3] Sector Performance - The sectors of non-ferrous metals, telecommunications, and petrochemicals saw significant gains, while the new consumption sector, including pet economy, ice and snow tourism, and medical beauty, performed poorly [4] - The Hainan Free Trade Port concept surged, with stocks like Hainan Ruize, Hainan Expressway, and Luoniushan hitting the daily limit [12][18] Key Concepts and Stocks - The storage chip concept stocks rose sharply, with major players like Daway Co. and Haoshanghao hitting the daily limit, and Guokewi increasing by over 12% [8][9] - The "East Data West Computing" initiative and related sectors such as IDC, cloud computing, and AI computing saw collective gains, with stocks like Zhongcheng Technology and Nanling Technology nearing their daily limit [10][11] Hainan Free Trade Port Developments - The State Council approved the Hainan provincial government to approve land use matters, supporting the construction of the Hainan Free Trade Port, which is expected to create strategic opportunities [18] - The Hainan Free Trade Port is approaching a critical milestone with the 2025 deadline for "closure" as outlined in the overall plan [18] Football Concept Decline - The previously hot "Sichuan Super" concept stocks cooled down, with Jinling Sports experiencing a significant drop of 12.9% [19][22] - The football concept index fell by 2.82%, indicating a broader decline in related stocks [23]

【导读】基金密集调整停牌股海光信息、中科曙光估值方法 中国基金报记者张燕北孙晓辉 两大算力龙头合并公募基金的影响持续显现。 近日，海光信息与中科曙光因筹划重大资产重组而宣布停牌，双方均有大量公募重仓。为合理确定停牌股票的公允价值，多家基金公司发布公告称，对旗 下基金持有的停牌股票调整估值方法。 基金公司调整估值方法 日前，一批基金公司相继发布公告称，旗下基金对所持有的停牌股海光信息、中科曙光采用"指数收益法"予以估值。 6月6日，嘉实基金发布公告称，根据有关规定，经与基金托管人协商一致，自6月5日起，公司对旗下证券投资基金（ETF除外）所持有的"海光信息""中 科曙光"采用"指数收益法"予以估值。同时，对ETF联接基金持有的标的ETF，在其当日份额净值的基础上考虑上述股票估值调整因素进行估值。 嘉实基金表示，待上述股票复牌且其交易体现了活跃市场交易特征后，将恢复采用当日收盘价格进行估值，届时将不再另行公告。 同日，易方达基金也发布公告表示，自6月5日起，对旗下证券投资基金（ETF除外）持有的"海光信息"采用"指数收益法"进行估值；对易方达上证科创板 50成份ETF联接基金持有的易方达上证科创板50成份ETF、 ...

Market Overview - The market experienced a morning adjustment with the three major indices showing slight declines. The Shanghai Composite Index fell by 0.06%, the Shenzhen Component decreased by 0.18%, and the ChiNext Index dropped by 0.48% [1][1][1] Sector Performance - The computing power concept stocks continued to rebound, with companies like Nanling Technology, Meili Cloud, and Ningbo Construction hitting the daily limit [1] - Agricultural chemical stocks remained strong, with Su Li Co., Xian Da Co., and Changqing Co. also reaching the daily limit [1] - Cyclical stocks in oil and gas, as well as coal, saw gains, with Da You Energy, Ren Zhi Co., and Fu Da Alloy hitting the daily limit [1] - Conversely, sports concept stocks declined, with Jinling Sports and Kangliyuan dropping over 10% [1] Stock Movement - A total of 2,091 stocks rose, with 60 stocks hitting the daily limit; 2,792 stocks fell, with no stocks hitting the lower limit; 14 stocks experienced a "炸板" event, resulting in a 25% failure rate [1][1][1]

东莞证券表示，当前，市场仍在各热点中快速轮动，国内经济内生增长动能依然承压，叠加政策处于窗 口观察期，预计未来一段时间A股仍将延续震荡格局，以结构性行情为主。短期内需求端仍需有效提 振，有待积极政策持续加力。从中长期来看，我国经济具有较大潜力，不过短期经济的需求仍然需要提 振，仍需积极政策持续发力。尽管当前市场成交量尚未显著放大，但连续三日上涨叠加板块热点轮动活 跃，推动市场情绪持续回暖，后续有望延续修复态势。 今日投资机会解析 六维力传感器市场加速扩容 据悉，运动控制能力仍为当前人形机器人重点提升方向，六维力传感器或为运动控制能力的优解。以行 走和奔跑为例，人形机器人在脚踝或足底使用六维力传感器，可以实时测量地面力的大小和方向分布， 进而将数据传输给小脑，通过控制算法调整人形机器人的机体平衡和步态，完成在非平整地面、障碍地 面的稳定行走和避障。 5日，沪指盘中窄幅震荡上扬，创业板指、科创50指数午后走高，双双涨超1%；截至收盘，沪指涨 0.23%报3384.1点，深证成指涨0.58%报10203.5点，创业板指涨1.17%报2048.62点，科创50指数涨 1.04%；沪深北三市合计成交13172亿元，较此 ...

科技股还有一个新的投资主线在持续发酵，那就是稳定币赋予了金融科技强有力的拉升动能。御银股份 盘中冲击6连板，雄帝科技涨超16%，恒宝股份、翠微股份等涨停。 港股稳定币概念股昨日午后集体冲高，移卡涨超15%，联易融科技-W涨超8%，中国光大控股涨超2%。 ◎记者 徐蔚 6月5日，A股延续反弹态势，三大指数全线飘红，实现6月以来的"三连阳"。市场在热点切换中放量超 千亿元。近期活跃的大消费热门股出现回落，以算力股为代表的泛科技题材则大力回升，驱动着创业板 指、科创50指数等科技型指数走出领涨态势。 截至收盘，上证指数涨0.23%，报3384.10点；深证成指涨0.58%，报10203.50点；创业板指涨1.17%，报 2048.62点；科创50指数涨1.04%，报996.41点。全市场合计成交额达13170亿元，较上日放量1395亿 元，超2600只个股上涨。 泛科技题材领涨 泛科技题材昨日领涨市场。算力产业链午后走强，CPO、元件、电力物联网、AI PC等方向涨幅居前。 中际旭创、新易盛等股价创阶段新高；胜宏科技股价首次突破百元大关，创下历史新高，收盘报101.01 元/股，全天成交额近69亿元，位居当日A股成 ...

Market Overview - The A-share market has shown a continuous upward trend for three days after the holiday, with today's trading volume reaching 1.3 trillion, indicating the entry of new funds despite being lower than the previous average of 1.5 trillion [1][3] - The market is characterized by a "stock game," where profit-taking occurs among winning stocks, particularly in sectors like innovative pharmaceuticals and new consumer goods, which have seen adjustments [1][3] Trading Volume and Fund Flow - The average trading volume over the past three days was below 1.2 trillion, but the increase to 1.3 trillion today suggests an influx of approximately 100 billion in new funds [3] - Despite the increase in trading volume, the new funds have not absorbed the profit-taking pressure, particularly in the consumer sector, leading to a rebound in oversold sectors like securities and technology [3][5] Market Sentiment and Strategy - The current market sentiment indicates a lack of strong buying power, with today's buying power recorded at 950, which is below the threshold of 1000 needed for a robust rally [5] - There is a significant selling pressure observed, suggesting that if new funds do not continue to flow in, the market could easily shift to a bearish trend [5] Sector Performance - The market has seen a rotation in sector performance, with sectors like blockchain and ST stocks showing strength, while traditional leaders like pharmaceuticals have weakened [7][8] - The analysis indicates that the market may experience further rotation among sectors, and the ability to predict the next leading sector is crucial for investors [7] Key Data Points - The number of stocks hitting the daily limit up was 107 today, with 100 being real limit ups, indicating a mixed performance across sectors [6] - The buying power and selling power metrics show a disparity, with buying power at 950 and selling power at 136, reflecting a cautious market environment [6]

Group 1 - The A-share market showed a collective rise on June 5, with the Shanghai Composite Index up 0.23% to 3,384.10 points, the Shenzhen Component Index up 0.50% to 10,203.50 points, and the ChiNext Index up 1.17% to 2,048.62 points, indicating a structural market where capital is actively competing [1] - The technology sector, particularly in computing power hardware, emerged as a core driver of the market, with stocks like Qingyun Technology hitting the daily limit and others like Shengyi Electronics and Dekeli seeing gains over 15% [2] - The military and industrial sectors experienced a surge, driven by the restructuring concept of the "Zhongbing System," with multiple stocks hitting the daily limit, highlighting these sectors as key areas for short-term capital allocation [2] Group 2 - Policy incentives are a primary catalyst for market momentum, with the Ministry of Industry and Information Technology releasing the "Computing Power Interconnection Action Plan" on May 30, aiming to accelerate the integration of public computing resources [4] - Continuous breakthroughs in the industry are boosting market confidence, exemplified by Nvidia's Q1 earnings report, which reaffirmed the high demand for computing power, and significant advancements in domestic technology, such as Huawei's large-scale model training and Xiaomi's launch of a 3nm chip [4] - The focus of capital allocation is shifting towards technology, with margin financing exceeding 1.8 trillion yuan, indicating strong investor interest in tech stocks, while new funds are being introduced to the market [5]